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Executive Moves

04/02/2025

The Hero Group announces a change in leadership

Herbert Scheidt, previously Vice Chairman of the Board of Directors, has been appointed as the new Chairman.

04/02/2025

Euan Munro exits CEO role at Newton IM

CEO Euan Munro and CIO Mitesh Sheth leaving the firm

04/02/2025

Rothschild & Co Swiss AM head joins distribution specialist

Gil Platteau, who also worked for Northern Trust Switzerland and Mercer Global Investments Europe, has joined Harrington Cooper.

04/02/2025

Carlton Hood appointed CEO of Guardian

Hood, the former Group CEO of Responsible Life, will take over the leadership of Guardian’s Executive Team.

04/02/2025

Ex-Amundi Switzerland CEO joins Zurich advisory firm as partner

Christian Trixl is to take on a role as partner at Investment Associates in addition to his senior adviser position at The Good Guys Company.

04/02/2025

Beckett IM changes leader as it buys advice firm

Gavin Wood replaces Ian White as managing director of the boutique as it completes the purchase of Suffolk-based financial planning firm Green Rose

04/01/2025

Oak Group celebrates 12 promotions across its global offices

These promotions span a variety of service lines, and they reflect not only the individual achievements of Oak's team members but also the organisation’s long-term commitment to professional growth and development.

04/01/2025

Private bank Cité Gestion appoints four partners

All of the newly-promoted partners are experienced private bankers.

04/01/2025

Marcuard Heritage hires former Credit Suisse HR specialist

The election of a new Board member underscores this ambition.

04/01/2025

UBS GWM names investment management head in reshuffle

Bruno Marxer is to retire after more than 35 years in the industry.

04/01/2025

Stonehage Fleming Appoints Bev Stewart as Head of Family Office, Jersey

The appointment is effective from 1 April 2025.

04/01/2025

Former Schroders head of UK to join SJP as CEO of wealth management

The role is a newly created position for SJP and Rainbow will be stepping into the role today (1 April).

04/01/2025

FINMA Executive Board: Birgit Rutishauser to leave FINMA

FINMA’s Board of Directors and Executive Board thank Birgit Rutishauser for her valuable contribution during her time at FINMA.

04/01/2025

Quilter appoints Cat McInally to further strengthen technical support for advisers

She joins the business in a new role supporting advisers across the north of the UK.

04/01/2025

Aberdeen Investments poaches John McCareins from Northern Trust

In his new role, he will be responsible for Aberdeen Investments’ global commercial franchise

03/31/2025

Financial Planning Standards Board seeks candidates for 2026 board of directors

Nominations must be submitted by Friday, 2 May 2025

03/31/2025

J Safra Sarasin's portfolio manager Godziek is digging beyond AI

As AI hype ebbs, portfolio manager Tomasz Godziek is zeroing in on the deeptech enablers, from quantum computing to next-gen semiconductors.

03/31/2025

Ex-Amundi Switzerland CEO joins asset management consultancy

Christian Trixl joins consultancy firm The Good Guys Company after more than six years at Amundi.

03/31/2025

Hampden Bank chair Simon Miller to retire from the board

David Huntley, a non-executive director since 2020, has been chosen as the next chair, subject to regulatory approval.

03/31/2025

Aberdeen Investments appoints John McCareins as chief client officer

He joins Aberdeen from Northern Trust Asset Management, where he was executive vice president and head of international.

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